Mercer Capital Advisers’s UDR UDR Stock Holding History

Mercer Capital Advisers’s Portfolio UDR Stock Details UDR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	–	Sell	-764	Closed	-$29K	–	176
2020 Q2	$29K	Hold	764	–	–	0.02%	155
2020 Q1	$28K	Sell	764 -100	-12%	-$4.53K	0.02%	149
2019 Q4	$40K	Hold	864	–	–	0.02%	152
2019 Q3	$42K	Hold	864	–	–	0.03%	155
2019 Q2	$39K	Hold	864	–	–	0.03%	156
2019 Q1	$39K	Hold	864	–	–	0.03%	157
2018 Q4	$34K	Hold	864	–	–	0.03%	157
2018 Q3	$34K	Hold	864	–	–	0.02%	159
2018 Q2	$32K	Hold	864	–	–	0.02%	168
2018 Q1	$31K	Hold	864	–	–	0.02%	169
2017 Q4	$33K	Hold	864	–	–	0.02%	170
2017 Q3	$33K	Hold	864	–	–	0.02%	177
2017 Q2	$34K	Hold	864	–	–	0.03%	184
2017 Q1	$31K	Sell	864 -640	-43%	-$22.9K	0.02%	189
2016 Q4	$55K	Hold	1,504	–	–	0.04%	159
2016 Q3	$54K	Hold	1,504	–	–	0.04%	165
2016 Q2	$56K	Hold	1,504	–	–	0.05%	155
2016 Q1	$58K	Hold	1,504	–	–	0.05%	145
2015 Q4	$56K	Hold	1,504	–	–	0.05%	152
2015 Q3	$52K	Sell	1,504 -150	-9%	-$5K	0.05%	156
2015 Q2	$53K	Sell	1,654 -50	-3%	-$1.64K	0.05%	162
2015 Q1	$58K	Hold	1,704	–	–	0.05%	157
2014 Q4	$52K	Buy	+1,704	New	+$51.1K	0.05%	166

Other funds holding UDR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Mercer Capital Advisers's UDR Position: Q3 2020 in Review

Mercer Capital Advisers sold out of UDR (UDR) in Q3 2020, closing a stake of 764 shares — an estimated $29K sold.

Mercer Capital Advisers first reported a position in UDR in Q4 2014 and held it in 23 quarters. The position peaked at $58K in Q1 2016. 401 funds tracked by Wall St. Rank hold UDR as of Q3 2020.

Mercer Capital Advisers reported no remaining UDR position as of Q3 2020 after selling out during the quarter.
Mercer Capital Advisers sold 764 UDR shares in Q3 2020, an estimated $29K.
Mercer Capital Advisers first reported a position in UDR in Q4 2014 and held it in 23 quarters.
Mercer Capital Advisers's UDR position peaked at $58K in Q1 2016.
401 funds tracked by Wall St. Rank held UDR as of Q3 2020.

Based on Mercer Capital Advisers's 13F filing for Q3 2020, filed 5 Nov 2020.